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Financial Solutions Advisor

2 months ago

Greenwich, Connecticut, United States Bank of America Full time
Job Description:

At Bank of America, we are committed to helping our clients achieve their financial goals through personalized advice and tailored solutions. As a Merrill Financial Solutions Advisor, you will play a critical role in building and maintaining relationships with high-net worth clients, identifying their financial needs, and developing strategies to meet those needs.

Key Responsibilities:
  • Provide personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies.
  • Communicate solutions to clients that are best suited for their financial needs, such as core Banking, and Investment and Life PriorityTM solutions.
  • Partner with Financial Advisor teams to build their network by sharing relevant market developments and discussing new products (as appropriate) in an effort to promote portfolio growth.
  • Understand and access the full breadth of resources across the bank to benefit clients or prospects.
  • Develop and grow a book of business to meet and exceed pre-defined financial targets to measure their ability to progress to the next phase as an advisor.
  • Prioritize client requests and make introductions to appropriate internal service providers based on client needs and asset thresholds.
The Advisor Development Program (ADP) Journey:

During this stage of your journey, you will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. In this role, you will develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP). From marketing yourself to managing your own practice, we'll prepare you with everything you need as you develop within your role.

What We Offer:
  • Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Academy to develop as an advisor; the potential for growth is yours.
  • Build connections to grow your network and business. Starting at a Merrill branch, you'll interact with Merrill financial advisors, institutional retirement participants, and higher net worth clients.
  • Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals.
  • Learn about the full suite of financial solutions. Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life PriorityTM solutions, through Bank of America and Merrill to meet their financial needs.
Requirements:
  • Currently holds Series 7 & 65 in lieu of 66) licenses
  • Two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded
  • Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
  • Self-starter who efficiently manages time and capacity
  • Sets and accomplishes goals, achieving whatever you put your mind to
  • Builds and nurtures strong relationships
  • Collaborates effectively with others to get things done
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Manages goals, navigates complexity, prioritizes tasks, and executes in a fast-paced environment
  • Likes to learn, adapts to new information, and seeks the right solutions for clients